Xcel Energy Inc
XEL- Exchange
- Nasdaq
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000072903
No open-market purchases or sales by Xcel Energy Inc insiders were filed in the last 90 days; 1,295 institutions reported holding it in 13F filings for Q2 2026, worth $48.0B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesXELLL
13F holders, Q1 2024
Institutional positions in Xcel Energy Inc as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 981
- −27 vs. Q4 2023
- Shares held
- 433.3M
- −195.0K (0.0%) vs. Q4 2023
- Total value
- $23.3B
- −$3.53B (−13.1%) vs. Q4 2023
- New holders
- 111
- 330 more added
- Sold out
- 138
- 375 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,295 | $48.0B |
| Q1 2026 | 1,275 | $45.5B |
| Q4 2025 | 1,253 | $41.8B |
| Q3 2025 | 1,186 | $43.5B |
| Q2 2025 | 1,134 | $34.9B |
| Q1 2025 | 1,136 | $34.8B |
| Q4 2024 | 1,115 | $32.8B |
| Q3 2024 | 1,033 | $29.8B |
| Q2 2024 | 974 | $23.3B |
| Q1 2024 | 981 | $23.3B |
| Q4 2023 | 1,019 | $26.9B |
| Q3 2023 | 928 | $24.6B |
| Q2 2023 | 963 | $26.5B |
| Q1 2023 | 972 | $29.0B |
| Q4 2022 | 985 | $29.7B |
| Q3 2022 | 938 | $27.1B |
| Q2 2022 | 944 | $29.8B |
| Q1 2022 | 931 | $29.7B |
| Q4 2021 | 912 | $27.7B |
| Q3 2021 | 836 | $25.3B |
| Q2 2021 | 851 | $27.0B |
| Q1 2021 | 840 | $26.9B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Angeles Investment Advisors, LLC | 6,780 | $368.1K | 0.02% | −49−0.7% | Reduced |
| GAMMA Investing LLC | 6,855 | $368.5K | 0.08% | −819−10.7% | Reduced |
| Access Financial Services, Inc. | 6,860 | $368.7K | 0.16% | +6+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 6,873 | $369.4K | 0.03% | +6,873 | New |
| V-Square Quantitative Management LLC | 6,894 | $370.6K | 0.06% | +2,256+48.6% | Added |
| SNS Financial Group, LLC | 6,853 | $372.1K | 0.04% | +31+0.5% | Added |
| Wetherby Asset Management Inc | 6,995 | $376.0K | 0.02% | −2,448−25.9% | Reduced |
| Two Sigma Securities, LLC | 6,998 | $376.1K | 0.02% | +3,172+82.9% | Added |
| Insigneo Advisory Services, LLC | 6,980 | $379.1K | 0.05% | +136+2.0% | Added |
| Intrust Bank NA | 7,091 | $381.1K | 0.04% | −1,990−21.9% | Reduced |
| Allworth Financial LP | 7,104 | $381.9K | 0.00% | −434−5.8% | Reduced |
| Boston Private Wealth LLC | 7,172 | $385.5K | 0.01% | −822−10.3% | Reduced |
| AMG National Trust Bank | 7,175 | $385.7K | 0.01% | −18,710−72.3% | Reduced |
| Romano Brothers and Company | 7,262 | $390.3K | 0.05% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 7,304 | $392.6K | 0.01% | −407−5.3% | Reduced |
| Modern Wealth Management, LLC | 7,403 | $397.9K | 0.04% | +640+9.5% | Added |
| KCM Investment Advisors LLC | 7,409 | $398.2K | 0.01% | +994+15.5% | Added |
| Occudo Quantitative Strategies LP | 7,418 | $398.7K | 0.07% | −77,353−91.2% | Reduced |
| Reuter James Wealth Management, LLC | 7,428 | $399.3K | 0.28% | −148−2.0% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 7,434 | $399.6K | 0.52% | +7,434 | New |
| Legacy Wealth Asset Management, LLC | 7,438 | $399.8K | 0.11% | +7,438 | New |
| Ostrum Asset Management | 7,509 | $403.6K | 0.03% | +5,037+203.8% | Added |
| Aveo Capital Partners, LLC | 7,484 | $406.0K | 0.04% | −115−1.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,559 | $406.3K | 0.01% | +146+2.0% | Added |
| SFMG, LLC | 7,675 | $412.5K | 0.04% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 7,700 | $413.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,711 | $414.5K | 0.02% | +2,902+60.3% | Added |
| First Foundation Advisors | 7,735 | $415.8K | 0.02% | 00.0% | Unchanged |
| Laraway Financial Inc | 7,795 | $419.0K | 0.37% | +9+0.1% | Added |
| Clearbridge Investments, LLC | 7,801 | $419.3K | 0.00% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 7,817 | $420.2K | 0.01% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 7,854 | $422.1K | 0.11% | −795−9.2% | Reduced |
| Colony Group, LLC | 7,891 | $424.0K | 0.00% | +7,891 | New |
| Veriti Management LLC | 7,916 | $425.5K | 0.03% | −1,665−17.4% | Reduced |
| Parsons Capital Management Inc | 7,922 | $425.8K | 0.03% | −290−3.5% | Reduced |
| Gotham Asset Management, LLC | 7,949 | $427.3K | 0.01% | −4,475−36.0% | Reduced |
| Park Avenue Securities LLC | 7,989 | $429.0K | 0.01% | −586−6.8% | Reduced |
| Bank of Hawaii | 8,008 | $430.4K | 0.02% | −726−8.3% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $435.4K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 8,167 | $439.0K | 0.03% | +179+2.2% | Added |
| International Assets Investment Management, LLC | 8,276 | $441.0K | 0.05% | −1,434−14.8% | Reduced |
| Trust Point Inc. | 8,228 | $442.3K | 0.03% | +773+10.4% | Added |
| Fiduciary Alliance LLC | 8,307 | $442.6K | 0.08% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 8,272 | $444.6K | 0.11% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 8,339 | $448.2K | 0.05% | −250−2.9% | Reduced |
| Aviva PLC | 8,354 | $449.0K | 0.00% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 8,427 | $453.0K | 0.10% | −1,434−14.5% | Reduced |
| Central Trust Co | 8,477 | $455.6K | 0.01% | +47+0.6% | Added |
| Cascade Investment Group, Inc. | 8,580 | $461.2K | 0.35% | −500−5.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 8,584 | $461.4K | 0.22% | +4,991+138.9% | Added |
| Caisse de Depot Et Placement du Quebec | 8,589 | $461.7K | 0.00% | −133,721−94.0% | Reduced |
| Stonebridge Capital Advisors LLC | 8,649 | $464.9K | 0.04% | +29+0.3% | Added |
| Coastline Trust Co | 8,755 | $470.6K | 0.06% | −2,390−21.4% | Reduced |
| Kestra Private Wealth Services, LLC | 8,824 | $474.3K | 0.01% | −1,619−15.5% | Reduced |
| Holocene Advisors, LP | 8,958 | $481.5K | 0.00% | −116,293−92.8% | Reduced |
| Old Port Advisors | 8,971 | $482.2K | 0.15% | −461−4.9% | Reduced |
| Argent Trust Co | 8,979 | $482.6K | 0.02% | −1,182−11.6% | Reduced |
| Resources Investment Advisors, LLC. | 8,993 | $483.4K | 0.01% | +484+5.7% | Added |
| American State Bank (Iowa) | 9,009 | $484.2K | 0.32% | −745−7.6% | Reduced |
| FineMark National Bank & Trust | 9,100 | $489.1K | 0.02% | −44−0.5% | Reduced |
| STF Management LP | 9,220 | $495.6K | 0.21% | −132−1.4% | Reduced |
| NovaPoint Capital, LLC | 9,391 | $504.8K | 0.18% | −2,137−18.5% | Reduced |
| Sheets Smith Wealth Management | 9,399 | $505.2K | 0.06% | −1,200−11.3% | Reduced |
| Qtron Investments LLC | 9,412 | $505.9K | 0.07% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 9,500 | $510.6K | 0.13% | +9,500 | New |
| Susquehanna Portfolio Strategies, LLC | 9,527 | $512.1K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 9,619 | $517.0K | 0.10% | −1,588−14.2% | Reduced |
| OmniStar Financial Group, Inc. | 9,622 | $517.2K | 0.47% | +9,622 | New |
| Midwest Professional Planners, LTD. | 9,654 | $518.9K | 0.18% | +1,189+14.0% | Added |
| First National Bank & Trust Co of Newtown | 9,718 | $522.3K | 0.11% | −324−3.2% | Reduced |
| Everence Capital Management Inc | 9,744 | $524.0K | 0.03% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,755 | $524.3K | 0.00% | −12,851−56.8% | Reduced |
| Dearborn Partners LLC | 9,923 | $533.4K | 0.02% | −355−3.5% | Reduced |
| Horizon Investments, LLC | 9,986 | $536.7K | 0.01% | +195+2.0% | Added |
| Wealth Alliance | 10,032 | $539.2K | 0.07% | −3,273−24.6% | Reduced |
| Aptus Capital Advisors, LLC | 10,141 | $545.1K | 0.01% | +136+1.4% | Added |
| Brown Advisory Inc | 10,205 | $548.5K | 0.00% | +454+4.7% | Added |
| Kesler, Norman & Wride, LLC | 10,239 | $550.4K | 0.12% | −15,768−60.6% | Reduced |
| First Hawaiian Bank | 10,335 | $555.5K | 0.02% | +426+4.3% | Added |
| Signaturefd, LLC | 10,346 | $556.1K | 0.01% | −4,269−29.2% | Reduced |
| Walleye Trading LLC | 10,407 | $559.4K | 0.01% | −19,519−65.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,479 | $563.2K | 0.09% | −25−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10,498 | $564.0K | 0.01% | −5,820−35.7% | Reduced |
| National Asset Management, Inc. | 9,909 | $572.1K | 0.02% | −802−7.5% | Reduced |
| Verdence Capital Advisors LLC | 10,717 | $576.0K | 0.05% | +535+5.3% | Added |
| Asset Dedication, LLC | 10,887 | $577.0K | 0.04% | −10,311−48.6% | Reduced |
| Kingsview Wealth Management, LLC | 10,761 | $578.4K | 0.01% | −259−2.4% | Reduced |
| Thompson Investment Management, Inc. | 10,899 | $585.8K | 0.09% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 10,984 | $590.4K | 0.02% | −218−1.9% | Reduced |
| Bard Financial Services, Inc. | 11,000 | $591.3K | 0.06% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 11,047 | $593.8K | 0.08% | −277−2.4% | Reduced |
| Prospera Financial Services Inc | 11,083 | $595.8K | 0.02% | −6,228−36.0% | Reduced |
| Emerald Advisors, LLC | 11,366 | $610.9K | 0.11% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11,370 | $611.2K | 0.38% | +4,459+64.5% | Added |
| ICA Group Wealth Management, LLC | 11,374 | $611.4K | 0.12% | +1,345+13.4% | Added |
| Advisory Services Network, LLC | 11,444 | $615.1K | 0.01% | +1,709+17.6% | Added |
| Dynamic Technology Lab Private Ltd | 11,488 | $617.0K | 0.07% | +5,828+103.0% | Added |
| Chronos Wealth Management, LLC | 11,491 | $617.6K | 0.36% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 11,674 | $627.5K | 0.07% | 00.0% | Unchanged |
| Advisors Management Group Inc | 11,789 | $634.0K | 0.16% | −352−2.9% | Reduced |